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Iowa State Bank’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Iowa State Bank’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,474
Closed -$203K – 131
2019
Q4 		$203K Buy
+3,474
New +$199K 0.07% 128

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Iowa State Bank's SPLV Position: Q1 2020 in Review

Iowa State Bank sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2020, closing a stake of 3,474 shares — an estimated $203K sold.

Iowa State Bank first reported a position in SPLV in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 595 funds tracked by Wall St. Rank hold SPLV as of Q1 2020.

  • Iowa State Bank reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • Iowa State Bank sold 3,474 Invesco S&P 500 Low Volatility ETF shares in Q1 2020, an estimated $203K.
  • Iowa State Bank first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 1 quarter.
  • Iowa State Bank's Invesco S&P 500 Low Volatility ETF position peaked at $203K in Q4 2019.
  • 595 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2020.

Based on Iowa State Bank's 13F filing for Q1 2020, filed 29 Apr 2020.